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S&P Global · 6 hours ago

Associate Director, Client Solutions Group, Americas

Chicago, IL

Full-time

Hybrid

Mid, Senior Level, Lead/Staff

$103K/yr - $165K/yr

5+ years exp

S&P Global is a leading provider of credit ratings, benchmarks, analytics, and workflow solutions. They are seeking an Associate Director for the Client Solutions Group to enhance the adoption of S&P DJI's index-linked products and drive revenue growth through strategic engagement with clients in the Americas. The role involves building client relationships and collaborating with various teams to maximize product utilization and asset growth.

AnalyticsBusiness IntelligenceCreditEnterprise SoftwareFinanceFinancial ServicesInformation ServicesMarket Research

Culture & Values

No H1B

U.S. Citizen Only

Responsibilities

Responsible for commercial growth of S&P Dow Jones Indices in Direct Indexing and Model portfolios including influencing flows, strategic partnering, business development, and subject matter expertise

You will Report directly to the Head of Client Solutions Group, Americas, you will be responsible for regional initiatives that maximize product utilization and facilitate asset growth, ensuring that our solutions meet the evolving needs of our clients

You will work closely with all parts of the S&P DJI organization, including Client Coverage, Product, Marketing, etc

You will be an ambassador for S&P DJI and cultivate a high-performance culture of client-centrism, disciplined execution, collaboration, innovation, and integrity

This role is expected to interact with—and form, long standing relationships with centers of influence at asset management and wealth management firms in America

Work autonomously and collaboratively to drive index-based solutions adoption across various financial services channels with a focus on wealth

Deliver a clearly differentiated, competitive position for S&P DJI. Maintain awareness of competitor strengths and weakness and uncover opportunities to gain market share

Strategically partner with distribution partners to develop, implement and support a diverse set of index solutions

Act as the Subject Matter Expert (SME) for SPDJI indices. Provide thought leadership and educational presentations internally and externally

Partner with S&P DJI commercial and product teams to develop and cultivate a pipeline of contacts. Build strong relationships internally, liaising with Sales, Client Service, IIS, Marketing, and Product teams to support new and existing client initiatives

Drive business development across your region and support of the commercial strategy across asset and wealth managers

Some travel across your North America region is required for this role (approximately 25% of the time)

Support the go to market strategy, maintain goal tracking, reporting and communication

Qualification

Direct indexingIndex-based investingModel portfoliosFinancial services experienceConsultative sales tacticsNetworking with financial advisorsCuriosityPassion for client solutionsDynamicThought leadershipEducational presentationsGoal trackingCommunication skillsTeam playerSelf-motivatedCollaborationIntegrity

Required

Demonstrate advanced knowledge of direct indexing/personalized indexing, index-based investing and model portfolio competitive landscape

Familiarity and prior experience supporting Unified and Separate Managed Accounts (UMA/SMA), Model Portfolios, Investment Advisory Solutions platforms and RIA channel advisors

Outstanding communication skills with ability to articulate complex concepts in concise and compelling fashion

Proven track record of working collaboratively cross-functionally within a matrix /dotted line structure

Proven track record raising capital and driving sales goals via consultative sales tactics

Self-motivated, curios and passionate about empowering those around them

Preferred

Undergraduate degree required; CFA and/or MBA preferred (or progress to)

Min 5 years in financial services, ideally with experience in: sales, portfolio strategy, investment advisory, investment consulting, with asset management of wealth

Effective in networking with financial advisors across multiple channels

Prior experience with analytical tools including Zephyr/PSN, FactSet, CIQ Pro, Aladdin, Morningstar, SPICE, Salesforce, advanced excel skill

Dynamic, self-motivated team player with experience in consultative sales roles

Benefits

Health & Wellness: Health care coverage designed for the mind and body.

Flexible Downtime: Generous time off helps keep you energized for your time on.

Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.